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IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

IBDN was delisted on the 15th of December, 2022.

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211 hedge funds and large institutions have $868M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% less funds holding

Funds holding: 212 → 211 (-1)

12% less capital invested

Capital invested by funds: $984M → $868M (-$116M)

46% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 104

Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
19
Increased
56
Reduced
104
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$23.8M
2
MSAM
Moloney Securities Asset Management
Missouri
+$5.34M
3
GT
Glenview Trust
Kentucky
+$4.28M
4
PAS
Park Avenue Securities
New York
+$3.54M
5
OMC
Old Mission Capital
Illinois
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$29.4M
2
UBS Group
UBS Group
Switzerland
-$27.7M
3
BWM
BerganKDV Wealth Management
Minnesota
-$25.4M
4
CIM
Corda Investment Management
Texas
-$18.9M
5
Morgan Stanley
Morgan Stanley
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
51
Houlihan Financial Resource Group
Virginia
$3.7M +$3.7M +147,962 New
SSB
52
Sandy Spring Bank
Maryland
$3.67M -$1.35M -54,180 -27%
UCFA
53
United Capital Financial Advisors
Texas
$3.61M -$222K -8,879 -6%
PAS
54
Park Avenue Securities
New York
$3.54M +$3.54M +141,476 New
OMC
55
Old Mission Capital
Illinois
$3.38M +$3.37M +134,964 New
PWS
56
Peloton Wealth Strategists
Indiana
$3.34M -$10K -400 -0.3%
SWMG
57
Signature Wealth Management Group
Georgia
$3.31M +$204K +8,167 +7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.23M -$227K -9,087 -7%
Osaic Holdings
59
Osaic Holdings
Arizona
$3.18M +$397K +15,895 +14%
ACS
60
Archford Capital Strategies
Illinois
$3.12M +$1.02M +40,669 +48%
KF
61
Krilogy Financial
Missouri
$3.12M +$21.6K +864 +0.7%
Renaissance Technologies
62
Renaissance Technologies
New York
$3.09M +$3.09M +123,500 New
CCM
63
Cribstone Capital Management
Maine
$2.81M -$1.88M -75,079 -40%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$2.81M – – –
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.72M +$109K +4,358 +4%
BWM
66
BerganKDV Wealth Management
Minnesota
$2.71M -$25.4M -1,014,011 -90%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.65M -$47.8K -1,910 -2%
BRG
68
Bay Rivers Group
Virginia
$2.64M -$83.5K -3,341 -3%
HPC
69
HM Payson & Co
Maine
$2.59M – – –
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56M -$26K -1,040 -1%
AAS
71
Avantax Advisory Services
Texas
$2.53M +$2.05M +82,106 +436%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.37M +$110K +4,419 +5%
LWM
73
Lyell Wealth Management
California
$2.34M -$2.6M -104,103 -53%
DADC
74
D.A. Davidson & Co
Montana
$2.19M -$5K -200 -0.2%
PWM
75
Praetorian Wealth Management
California
$2.15M -$128K -5,115 -6%
1 2
3
4 5

IBDN Hedge Fund Activity: Q3 2022 in Review

211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2022, worth a combined $868M — down 12% from $984M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 17 closed out — a net gain of 2 holders — while 56 added to existing stakes and 104 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $23.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $29.4M sold.

  • 211 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2022, down from 212 in Q2 2022.
  • Funds reported $868M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2022 and 17 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $23.8M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.